Our Partners
Financial Planning
Sami Nathoo
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Strives to demystify financial planning for clients through comprehensive financial plans.
- With over 8 years of experience, Sami identifies weaknesses in a client’s financial position and suggests ways to improve them to meet their retirement objectives.
- Completed his bachelor’s degree in Economical Sciences from the Université de Montréal.
Insurance Solutions
Uriah Kane
Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)
- Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
- Educates clients and accountants on insurance solutions and how to integrate them into planning.
- A certified financial planner (CFP) and a certified life insurance underwriter (CLU).
Estate & Trust Services
Patricia Chartrand
Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James
- Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
- Over 22 years of industry experience with a large Canadian Bank in BC.
- B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
- Vista Financial Group 500 – 1726 Dolphin Avenue Kelowna, BC V1Y 9R9
- T 250.979.2727
- F 250.979.2749
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO).
Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
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